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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 444 M | +USD 19.3 M | +5% | 1.75% | 66.7% | 150 | 6.67% | 2.6 |
|
| 2002 |
2002
Washington Trust Bank
Spokane,
Washington
| USD 444 M | +USD 27.9 M | +7% | 6.1% | 80.5% | 1,177 | 16.06% | 1.5 |
|
| 2003 |
2003
CPWM LLC
Seattle,
Washington
| USD 443 M | -USD 10.9 M | -2% | 3.34% | 36.6% | 296 | 20.95% | 2 |
|
| 2004 |
2004
3EDGE Asset Management
Naples,
Florida
| USD 443 M | – | – | 2.14% | 44.1% | 21 | – | 0 |
|
| 2005 |
2005
Middleton & Co
Boston,
Massachusetts
| USD 443 M | -USD 3.28 M | -0.7% | 2.22% | 69.7% | 161 | 6.83% | 2.6 |
|
| 2006 |
PFMOSF
2006
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 443 M | -USD 9.7 M | -2% | 26.7% | 209% | 48 | 70.83% | 0.6 |
|
| 2007 |
2007
Western Asset Management Company
Pasadena,
California
| USD 442 M | -USD 90.2 M | -17% | 0.69% | 2.29% | 28 | 14.29% | 1.1 |
|
| 2008 |
2008
Crescent Park Management
East Palo Alto,
California
| USD 442 M | -USD 130 M | -23% | 5.94% | 87% | 31 | 38.71% | 0.8 |
|
| 2009 |
2009
Windham Capital Management
Boston,
Massachusetts
| USD 441 M | -USD 10.9 M | -2% | 1.59% | 8.3% | 31 | 25.81% | 1.6 |
|
| 2010 |
2010
L & S Advisors
Los Angeles,
California
| USD 441 M | +USD 78.7 M | +22% | 8.6% | 231% | 193 | 49.74% | 0.5 |
|
| 2011 |
NAP
2011
New Amsterdam Partners
New York
| USD 440 M | +USD 4.85 M | +1% | 11.2% | 73.9% | 142 | 32.39% | 1 |
|
| 2012 |
2012
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 439 M | +USD 2.48 M | +0.6% | 3.47% | 86% | 316 | 12.66% | 2.2 |
|
| 2013 |
2013
Boothbay Fund Management
New York
| USD 439 M | -USD 21.9 M | -5% | 3.67% | 328% | 1,083 | 68.05% | 0.3 |
|
| 2014 |
2014
Essex Woodlands Management
The Woodlands,
Texas
| USD 438 M | -USD 42.1 M | -9% | 5.81% | 55% | 10 | 0% | 2.4 |
|
| 2015 |
2015
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 438 M | +USD 49.5 M | +13% | 3.17% | 70.9% | 179 | 33.52% | 1.3 |
|
| 2016 |
PCM
2016
Piermont Capital Management
St. Louis,
Missouri
| USD 438 M | +USD 15.2 M | +4% | 11.4% | 33.2% | 292 | 32.19% | 0.7 |
|
| 2017 |
2017
Fidelity National Financial
Jacksonville,
Florida
| USD 438 M | +USD 5.49 M | +1% | 4.74% | 2.54% | 25 | 16% | 1.8 |
|
| 2018 |
2018
XL Group Investments
Hamilton,
Bermuda
| USD 437 M | – | – | 1.41% | – | 26 | – | 0 |
|
| 2019 |
2019
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 437 M | +USD 5.48 M | +1% | 1.22% | 80.1% | 158 | 10.13% | 2.6 |
|
| 2020 |
2020
Connable Office Inc
Kalamazoo,
Michigan
| USD 436 M | +USD 16.2 M | +4% | 4.58% | 68.3% | 224 | 12.95% | 1.9 |
|
| 2021 |
2021
Partners Capital Investment Group
Boston,
Massachusetts
| USD 435 M | +USD 27.3 M | +7% | 1.85% | 47.5% | 81 | 16.05% | 0.8 |
|
| 2022 |
2022
SeaTown Holdings
Singapore
| USD 435 M | -USD 93.5 M | -18% | 1.08% | 220% | 55 | 78.18% | 0.2 |
|
| 2023 |
2023
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 434 M | +USD 197 M | +83% | 0.15% | 65.6% | 86 | 26.74% | 0.7 |
|
| 2024 |
2024
Simplicity Solutions
Minneapolis,
Minnesota
| USD 433 M | +USD 228 M | +111% | 0.78% | 37.1% | 372 | 42.2% | 0.6 |
|
| 2025 |
2025
Brandywine Managers
Hockessin,
Delaware
| USD 433 M | -USD 14 M | -3% | 5.42% | 96.3% | 21 | 85.71% | 0.3 |
|